401(k) · DOL Form 5500 · 2024
Phelps, Jenkins, Gibson & Fowler LLP 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $492,632
- Avg per participant High balance/head
Official DOL plan name: Phelps, Jenkins, Gibson and Fowler 401(k) Profit Sharing Plan · Sponsored by Phelps, Jenkins, Gibson & Fowler LLP · Alabama · Professional & Technical Services
$10M in assets, 20 participants
Phelps, Jenkins, Gibson & Fowler LLP's Phelps, Jenkins, Gibson and Fowler 401(k) Profit Sharing Plan reported $10M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 55th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #10,836 in Professional & Technical Services (20,173 peers)
2024 asset change
Phelps, Jenkins, Gibson and Fowler 401(k) Profit Sharing Plan pulled back noticeably 11.4% in 2024 ($11M → $10M) for 20 participants.
- #10,836
- in Professional & Technical Services (20,173 peers)
- -11.4%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Phelps, Jenkins, Gibson and Fowler 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Phelps, Jenkins, Gibson and Fowler 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,852,643 Top 45% higher than 55% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Phelps, Jenkins, Gibson and Fowler 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phelps, Jenkins, Gibson and Fowler 401(k) Profit Sharing Plan is a small filing (20 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phelps, Jenkins, Gibson and Fowler 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Phelps, Jenkins, Gibson and Fowler 401(k) Profit Sharing Plan reported participants rose from 17 in the plan year 2023 filing to 20 in the plan year 2024 filing.
- Phelps, Jenkins, Gibson and Fowler 401(k) Profit Sharing Plan end-of-year assets fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 630575573 · Phelps, Jenkins, Gibson & Fowler LLP PY 2024 · 401(k)
Phelps, Jenkins, Gibson and Fowler 401(k) Profit Sharing Plan · $10M · 20 · 55th
- IND $10M
- EOY 20
- 5500 55th
- ASSETS 401(k)
- PCT near Italent Corporation 401(k) Plan & Trust
- EIN ind #10836
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Alabama →
Phelps, Jenkins, Gibson and Fowler 401(k) Profit Sharing Plan in the asset neighbourhood
Phelps, Jenkins, Gibson & Fowler LLP years around the 2024 move
Sponsor-wide plan assets over time
All Phelps, Jenkins, Gibson & Fowler LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 7.483292195184426% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $9M |
| 2023 | 1 | 17 | $11M |
| 2024 | 1 | 20 | $10M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$1M |
| Employer EIN | 630575573 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
Phelps, Jenkins, Gibson and Fowler 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Italent Corporation 401(k) Plan & Trust in CA ($10M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Italent Corporation 401(k) Plan & Trust (CA) $10M · 198
- The Mcs Group, Inc 401(k) Plan (PA) $10M · 406
- Future Ford of Concord 401(k) Plan (CA) $10M · 186
- Innovations Health Systems, LLC 401(k) Plan (CA) $10M · 389
Similar participant headcount
Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.
- Aae 401(k) Retirement Plan (MN) 20 · 0 off
- Pips & Bounce, Inc. 401(k) Profit Sharing Plan (OR) 20 · 0 off
- Northwest Analytics, Inc. 401(k) Plan (OR) 20 · 0 off
- Marrec Logistics Retirement Plan (TN) 20 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.